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CIK 0002018973 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ARRAY TECHNOLOGIES INC | COM SHS | $10.1M | 3.9% | 1,100,000 SH | New |
| CENTURI HOLDINGS INC | COM SHS | $13.9M | 5.3% | 550,000 SH | New |
| CORE SCIENTIFIC INC NEW | COM | $11.6M | 4.4% | 800,000 SH | New |
| EMCOR GROUP INC | COM | $36.7M | 14.0% | 60,000 SH | New |
| FIRST SOLAR INC | COM | $5.2M | 2.0%Prev: 8.4% | 20,000 SH | Decreased-80,000 SH |
| GE VERNOVA INC | COM | $29.4M | 11.2% | 45,000 SH | New |
| GENERAL MTRS CO | COM | $24.4M | 9.3% | 300,000 SH | New |
| GREEN PLAINS INC | COM | $13.3M | 5.1%Prev: 6.7% | 1,360,000 SH | Decreased-640,000 SH |
| LIBERTY ENERGY INC | COM CL A | $36.0M | 13.7% | 1,950,000 SH | New |
| MASTEC INC | COM | $37.0M | 14.1%Prev: 14.7% | 170,000 SH | Decreased-11,000 SH |
| SOLARIS ENERGY INFRAS INC | COM CL A | $44.1M | 16.9% | 960,000 SH | New |
| 13F-HR |
| 0002018973-26-000005 |
| $331.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0002018973-25-000009 | $243.6M | View |
| May 18, 2026 | Q1 2026 | 13F-HR | 0002018973-26-000004 | $289.1M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0002018973-25-000006 | $117.2M | View |